Providing accounting and auditing
services since 1954

A member of Kreston International | A global network of independent accounting firms

Executive Education Series Webinar
Webinar: Individual Year-End Tax Planning Tips for 2017 and Beyond

Please join us for this webcast in which we will identify and assess effective individual year-end strategies including interactions with trusts and estates, S corporations and other pass-through entities for optimal tax minimization for 2017 and beyond.

We will cover techniques for managing overall income tax liabilities, the timing of income and deductions, and the latest regulatory developments applicable to individual taxation.

Learning Objectives

Upon completion you will be able to:

  • Discuss current issues regarding federal tax laws impacting individuals
  • Identify complexities of the tax code as it relates to individuals
  • Generate tax planning opportunities
David Levi

David LeviDavid Levi, CPA
David is based in our Minneapolis, MN office and specializes in providing services to companies in the financial service, law, hospitality, and their owners, as well as tax and estate planning to individuals. David joined the organization over 30 years ago.

Naomi Ganoe

Naomi GanoeNaomi Ganoe, CPA
Naomi is a director with CBIZ and has over 16 years experience providing advisory services to individuals and closely held businesses on estate, fiduciary, gift, business and personal tax planning matters. She is a trusted advisor to CEOs and high net worth individuals. She is an active member of CBIZ's Private Client Service technical community and presenter at the CBIZ National Level Training.


Contact us at You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.


*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoAll webinars are produced using the LearnLive platform. LearnLive is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Taxes*

Prerequisites: None

Who Should Attend? Individuals

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

Share This Page


About MHM   |   Locations   |   Services   |   Industries   |   News   |   Resources   |   Our People   |   Contact

Home  |   Locations   |  Careers   |  Contact   |  Client Portal